AIP
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Almanack Investment Partners’s GraniteShares Gold Shares BAR Stock Holding History

Almanack Investment Partners’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$562K Sell
14,210
-435
-3% -$19.3K 0.07% 156
2026
Q1 		$676K Hold
14,645
– – 0.11% 89
2025
Q4 		$622K Sell
14,645
-2,680
-15% -$110K 0.11% 88
2025
Q3 		$659K Hold
17,325
– – 0.1% 94
2025
Q2 		$565K Sell
17,325
-985
-5% -$31.9K 0.09% 112
2025
Q1 		$565K Sell
18,310
-2,085
-10% -$59K 0.11% 85
2024
Q4 		$528K Hold
20,395
– – 0.08% 105
2024
Q3 		$530K Buy
20,395
+50
+0.2% +$1.22K 0.08% 108
2024
Q2 		$467K Hold
20,345
– – 0.08% 110
2024
Q1 		$447K Buy
20,345
+850
+4% +$17.4K 0.08% 111
2023
Q4 		$398K Buy
19,495
+2,420
+14% +$47.3K 0.07% 106
2023
Q3 		$312K Buy
17,075
+400
+2% +$7.63K 0.06% 109
2023
Q2 		$317K Sell
16,675
-315
-2% -$6.17K 0.06% 125
2023
Q1 		$331K Buy
16,990
+250
+1% +$4.68K 0.07% 119
2022
Q4 		$302K Hold
16,740
– – 0.06% 127
2022
Q3 		$276K Hold
16,740
– – 0.05% 112
2022
Q2 		$300K Buy
16,740
+1,538
+10% +$28.6K 0.03% 318
2022
Q1 		$292K Hold
15,202
– – 0.03% 365
2021
Q4 		$276K Buy
15,202
+250
+2% +$4.46K 0.02% 394
2021
Q3 		$261K Buy
+14,952
New +$266K 0.02% 406

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Almanack Investment Partners's BAR Position: Q2 2026 in Review

Almanack Investment Partners reduced its GraniteShares Gold Shares (BAR) stake by 3% in Q2 2026, selling an estimated $19.3K and leaving 14,210 shares worth $562K. The position accounts for 0.07% of the portfolio, ranked #156.

Almanack Investment Partners first reported a position in BAR in Q3 2021 and has held it in 20 quarters since. The position peaked at $676K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Almanack Investment Partners held 14,210 shares of GraniteShares Gold Shares worth $562K as of Q2 2026.
  • Almanack Investment Partners sold 435 GraniteShares Gold Shares shares in Q2 2026, an estimated $19.3K.
  • GraniteShares Gold Shares made up 0.07% of Almanack Investment Partners's portfolio in Q2 2026, its #156 holding.
  • Almanack Investment Partners first reported a position in GraniteShares Gold Shares in Q3 2021 and has held it in 20 quarters since.
  • Almanack Investment Partners's GraniteShares Gold Shares position peaked at $676K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.